AMP Financial Advisor Trainee (Orlando, FL

Position: AMP Financial Advisor Trainee (Orlando, FL)
## AMP Financial Advisor Trainee (Orlando, FL)
Apply locations:
Orlando, Florida - United Statestime type:
Full time posted on:
Posted Todayjob requisition :
R-0012522
** Job Description Summary
** Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.
** Job Description
**** Essential Duties and Responsibilities
*** Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
* If hired as a team candidate, the team will provide the specific goals and expectations.
* Meets production targets that impact overall company revenue goals.
* Develops a book of business consistent with AMP program goals for assets under management and required production.
* Provides a high level of client service.
* Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital.
* Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
* Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
* Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
* Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
* Opens, transfers, and closes customer accounts.
* Maintains appropriate account records while monitoring the customer's portfolio.
* Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
* Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
* Completes required program training and assignments, obtains mandatory industry licenses within prescribed time frames, masters assessments and meets minimum performance and production standards.
* Stays abreast of investment products, industry rules and regulations, and financial planning.
* Performs other duties and responsibilities as assigned.
** Knowledge of
*** Economic and accounting principles and practices.
* Financial markets, banking, and financial data analysis and reporting.
* Basic principles and methods for showing, promoting, and selling products or services.
* Firm’s working structure, policies, mission, strategies, and compliance guidelines.
** Skill in
*** Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
* Identifying the needs of customers through effective questioning and listening techniques.
** Ability to
*** Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
* Continuously learn investment products, industry rules and regulations, and financial planning.
* Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
* Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
* Establish and maintain effective working relationships with clients and colleagues.
* Persevere, handle rejection and show resilience during the prospecting and networking process.
* Network in the community and effectively market him or herself and Raymond James.
* Demonstrate persistence in the face of obstacles.
* Accept criticism and deal calmly and effectively in high stress situations.
** Education/Previous Experience
*** Bachelor’s Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working…